...
- Click the
TAB to open the Plans screen for the customer record - Click the
Drop-Down box to select the Plan for the Customer record
- Click the [Save Plan] button to save the changes
...
Web Access Data
To Edit the Web Access Data, follow the steps below:
- Click the
TAB to open the Web Access screen for the customer record - Click the inside the User Name text box to Auto-Populate it with the customers email address
- Toggle the Disabled button to the position desired depending on whether or not you want to allow or block web access for the customer
- Click the [Save Customer] button to save the changes
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